Develops new and expands existing High Net worth
Customer relationships for liabilities.
Ensures high levels of customer service orientation and
application of bank policy.
Cross sells existing bank products to customers.
Informs customers of new products or product
enhancements to further expand the banking
relationship.
Plans and conducts special sales initiatives and events
for prospective and existing clients.
Coordinates with other group companies to provide
seamless access to other products.
Maintains complete relationship record for assigned
customer accounts.
Tracks customer complaints/queries and turnaround
times for customer satisfaction
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